North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip’s Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

Investment Options


  • 18th January 2021 18th January 2021 By Philip J Milton & Company Plc
  • Weekly Columns

Did you know that during 2020, the FTSE100 fell 14.3%, marking its worst performance since the financial crisis in 2008

Pension Transfer


  • 11th January 2021 11th January 2021 By Philip J Milton & Company Plc
  • Weekly Columns

For the fortunate in deferred company schemes and who have the option to transfer, values are obscene at the moment.

Season’s Greetings!


  • 28th December 2020 5th January 2021 By Philip J Milton & Company Plc
  • Weekly Columns

Well, this will be my last missive before a break. I do wish you a Happy Christmas

Market Sentiment


  • 28th December 2020 5th January 2021 By Philip J Milton & Company Plc
  • Weekly Columns

As we enter a new year, the Covid-19 vaccines (and for the UK, Brexit) will dominate the shifts of sentiment for some tim

Value versus Exuberance


  • 21st December 2020 5th January 2021 By Philip J Milton & Company Plc
  • Weekly Columns

There is a number of interesting adages which come to mind about certain markets and stocks at the moment.

Buying On The Dips


  • 14th December 2020 14th December 2020 By Philip J Milton & Company Plc
  • Weekly Columns

None of us wants to ‘throw good money after bad’ or ‘catch a falling knife’ but in just a matter of weeks

Inflation Risk


  • 7th December 2020 7th December 2020 By Philip J Milton & Company Plc
  • Weekly Columns

There was a very interesting piece on Charles Goodhart’s book ‘The Great Demographic Revival’ in the FT last week.

Valuable Advice


  • 30th November 2020 30th November 2020 By Philip J Milton & Company Plc
  • Weekly Columns

The best advice which any investment manager or adviser could have given to his clients in the depths of the Pandemic reaction (March-May) would have been to ‘sit tight’

Partial Recovery


  • 23rd November 2020 23rd November 2020 By Philip J Milton & Company Plc
  • Weekly Columns

Positive developments in the creation of a vaccine for Covid-19 by several companies have resulted in markets jumping very favourably indeed.

Accolades Yet Again


  • 16th November 2020 16th November 2020 By Philip J Milton & Company Plc
  • Weekly Columns

We are only one of twenty-two advisory firms in the top space amongst other investment management firms

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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

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